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CWIEX vs JORRX
CWIEX vs JORRX Comparison
Open Charts CWIEX vs JORRX
American Funds Capital World Gr&Inc 529E
Price$71.10
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
Janus Henderson Global Select R
Price$19.91
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets3.01B
CWIEX vs JORRX Comparison Chart in %
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CWIEX vs. JORRX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIEX is a StrongBuy and JORRX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 135B vs. JORRX (3.01B). CWIEX pays higher dividends than JORRX: CWIEX (1.25) vs JORRX (0.59). CWIEX was incepted earlier than JORRX: CWIEX (23 years) vs JORRX (16 years). JORRX (2.98) is less costly to investors than CWIEX (1.00). JORRX is a more actively managed with annual turnover of: 36.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than JORRX: CWIEX (250) vs JORRX (2500). CWIEX annual gain was more profitable for investors over the last year : 16.09 vs. JORRX (11.05). CWIEX return over 5 years is better than : 48.28 vs. JORRX (33.02).
| CWIEX | JORRX | CWIEX / JORRX | |
| Total Expense Ratio | 1.00 | 1.57 | 64% |
| Annual Report Gross Expense Ratio | 1.00 | 2.98 | 34% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 13.319 | 12.613 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 3.01B | 4,493% |
| Annual Yield % from dividends | 1.25 | 0.59 | 211% |
| Returns for 1 year | 16.09 | 11.05 | 146% |
| Returns for 3 years | 43.06 | 27.87 | 154% |
| Returns for 5 years | 48.28 | 33.02 | 146% |
| Returns for 10 years | 75.67 | 47.33 | 160% |
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